Plan Snapshot
- Plan Sponsor: Shields Insurance Group, INC.
- Sponsor EIN: 810999553
- Sponsor Address: 2100 BROADWAY STREET, MOUNT VERNON, IL, 62864
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $418,669
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $418,669 | $0 | $0 |
| 2024 | 3 | $313,369 | $5,189 | $6,486 |
| 2023 | 3 | $244,116 | $5,053 | $6,316 |
| 2022 | 2 | $189,360 | $4,675 | $5,061 |
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